What should you do before sending a quote if asked?

• A. Send immediately.
• B. Provide standard template.
• C. Ask a few situation questions about their present situation.
• D. Ask for payment terms.

Answer: (C)

Discovery before proposing a quote. Asking a few situational questions about their present situation helps you uncover what’s actually happening, what’s causing pain, and what success would look like. This lets you tailor the quote to their context, show you understand their world, and align the proposal with their timing, priorities, and budget. When you know the specifics, you can present value directly and prevent misalignment that often leads to objections later.

If you jump straight to a quote, you risk delivering something that doesn’t address their real needs or constraints, which makes the offer feel generic and less credible. A standard template can come across as inflexible and detached from their situation. Bringing up payment terms too early can appear pushy and shift focus away from solving their problem and toward money. By first gathering situational insight, you set the stage for a meaningful, relevant quote that resonates with the prospect. Example questions might explore their current process, the pain points they’re experiencing, and what a successful outcome would look like, which guides a tailored and compelling proposal.